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  1. Tracking - Make mandatory / required

    229 votes

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    88 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.

    Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned. 

    Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here. 

    Roger Grove supported this idea  · 

  2. Projects: Allocate to projects when bulk importing invoices

    26 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Roger Grove supported this idea  · 
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    Roger Grove commented  · 

    It's unbelievable that a field for "Project Name" is not available in transaction import templates (such as invoices etc.). It is not feasible to assign a project to transactions manually after importing.

  3. Projects - Ability to import to projects

    216 votes

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    60 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.

    While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.

    Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.

    Roger Grove supported this idea  · 
    An error occurred while saving the comment
    Roger Grove commented  · 

    It's unbelievable that a field for "Project Name" is not available in transaction import templates (such as invoices etc.). It is not feasible to assign a project to transactions manually after importing.